Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MASCOMA WEALTH MANAGEMENT LLC | 05-02-2024 | 03-31-2024 | 452 | 351,382,576 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PROGRESSIVE CORP COM | Stock | 451 | $9,721 | 47 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NUVEEN AMT FREE MUN CR INC FD COM | CEF | 452 | $9,708 | 799 | 0.00 | 0.00 | -5,000 | -86.22 | 03-31-2024 |
| MEDTRONIC PLC SHS | Stock | 453 | $9,587 | 110 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR S&P DIVIDEND ETF | ETF | 454 | $9,449 | 72 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
